Wealth Client Experience Manager

Mercer-Advisors; Denver (CO); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Parental leave

Life insurance

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate client service within Wealth Management. You will partner with Wealth Advisors to ensure precise delivery of service commitments, manage client workflows, and act as a strategic liaison to improve client outcomes.

The role focuses on practice management, client retention, and business growth, with a clear path to senior levels and increasing leadership responsibilities.

Qualifications

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Leadership and mentoring experience within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in CRM systems and workflow management tools.
• Strategic thinker and strong ability to influence and collaborate across teams.

Responsibilities

• Ensure the consistent delivery of service commitments to clients and act as a steward of client experience standards.
• Manage service workflows and client touchpoints for timely, accurate execution.
• Serve as a liaison between clients and internal teams to resolve issues and identify improvement opportunities.
• Lead client follow-up post-meetings to ensure action items are completed and documented.
• Partner with Wealth Advisors to support client segmentation and service tiering.
• Facilitate refinement of the advisory team’s service model and engagement protocols.
• Track and report client satisfaction metrics and retention trends.
• Collaborate with internal departments to ensure alignment and efficiency.
• Identify opportunities to deepen client relationships through proactive outreach.
• Support business development by helping advisors prepare for prospect meetings.

Skills

Wealth management knowledge

Client relationship management

Leadership/mentoring

Communication

CRM proficiency

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate client service within Wealth Management. You will partner with Wealth Advisors to ensure precise delivery of service commitments, manage client workflows, and act as a strategic liaison to improve client outcomes.

The role focuses on practice management, client retention, and business growth, with a clear path to senior levels and increasing leadership responsibilities.